+1,138.0%
MUU vs STM
+62.7%
+1,075.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +6.8% | +5.7% | +3.2% |
| 7D | -27.2% | -5.6% | -21.6% | -16.3% |
| 30D | -54.0% | -14.4% | -39.6% | -39.5% |
| 3M | -41.4% | -20.5% | -21.0% | -15.6% |
| 6M | -42.5% | -24.5% | -17.9% | +3.8% |
| YTD | +211.2% | +72.7% | +138.5% | +119.7% |
| 1Y | +313.4% | +91.0% | +222.3% | +162.8% |
| All | +1,138.0% | +62.7% | +1,075.3% | +725.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded STM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling